Jonathan Ballenger
Investment adviser representative at Northcoast Asset Management LLC
17 yearsExperience
1 stateRegistered in
$5BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Northcoast Asset Management LLCJul 2026 to now
- Bluespring Wealth PartnersAug 2025 to Apr 2026
- UnemployedMay 2025 to Jul 2025
- MorningstarOct 2009 to Apr 2025
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Northcoast Asset Management LLC
$5BAssets managed
4,486Clients
31Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5540106
- Firm CRD
- 282241